Episode 25: 10 Tips for More Tax Savings

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Tax savings is a peculiar planning topic. It’s an idea that almost everyone wants more of, but few follow through to complete it. Most people don’t realize the large amount of tax savings they could have by making a few simple tweaks….

Year-End Bonus

Episode 24: Invest Your Year-End Bonus all at Once?

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You can listen through the player above, or subscribe to our podcast on iTunes or Stitcher or Google Play. How often do you receive a year-end bonus and immediately begin making a list of how you will allocate it? This plan usually…

How to Prevent a Retirement Hangover

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Take 2 of these and call me in the morning. Retirement is something that our culture aspires to and dreams about.  The vision of trading in your 9 to 5 (or longer) workdays for days on the beach or golf…

What’s Your Retirement Income Strategy?

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Traditionally retirement income has been thought of as a three legged stool where income consisted primarily of Social Security, Pension income, and withdrawals from personal savings. This picture has changed dramatically over the past 50 years as most employers have…

Election Influences Stocks

How An Election Really Influences Markets

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One of the oldest axioms about stocks is that markets don’t like uncertainty. This Presidential election cycle has been full of major surprises to say the least.  However, when you look back at how stocks have responded during Presidential election…

Financial Dilemma: Cutting Expenses

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As Americans, we hate to budget. Spending money is so much more fun, but imprudent spending can put us in all kinds of trouble. I am always a proponent of using a pay yourself first strategy.  Setting aside a specified…

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